EpicorEPM.serverInstallationGuide

Epicor Enterprise Performance ManagementServer Installation GuideEpicor ERP 10.0

Disclaimer

This document is for informational purposes only and is subject to change without notice. This document and itscontents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of itsdate of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties withregard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for aparticular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software islikely to be unique in their requirements in the use of such software and their business processes, users of this documentare always advised to discuss the content of this document with their Epicor account manager. All information containedherein is subject to change without notice and changes to this document since printing and other important informationabout the software product are made or published in release notes, and you are urged to obtain the current releasenotes for the software product. We welcome user comments and reserve the right to revise this publication and/ormake improvements or changes to the products or programs described in this publication at any time, without notice.The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance ofany consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usageof the solution(s) described in this document with other Epicor software or third party products may require the purchaseof licenses for such other products. Where any software is expressed to be compliant with local laws or requirementsin this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such lawsand requirements. All laws and requirements are subject to varying interpretations as well as to change and accordinglyEpicor cannot guarantee that the software will be compliant and up to date with such changes. All statements ofplatform and product compatibility in this document shall be considered individually in relation to the products referredto in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and alsostated to be compatible with another product, it should not be interpreted that such Epicor software is compatiblewith both of the products running at the same time on the same platform or environment. Additionally platform orproduct compatibility may require the application of Epicor or third-party updates, patches and/or service packs andEpicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packsreleased by third parties after the date of publication of this document. Epicor® is a registered trademark and/ortrademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All othertrademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014.All rights reserved. No part of this publication may be reproduced in any form without the prior written consent ofEpicor Software Corporation.

Epicor ERP 10.0

Revision: May 12, 2014 8:31 a.m.

Total pages: 29

install_E10.ditaval

Contents

Welcome and Introduction....................................................................................................5

Part I: Pre-Installation.......................................................................................7

Chapter 1: Verify Prerequisites...................................................................71.1 Review Epicor EPM Components.........................................................................................................7

1.2 Verify Hardware Requirements............................................................................................................8

1.3 Verify Software Requirements.............................................................................................................8

1.3.1 Review Required EPM Server Components................................................................................8

1.3.2 Review EPM Client Components...............................................................................................9

1.4 Verify Epicor Application Requirements...............................................................................................9

1.5 Verify Licensing Requirements.............................................................................................................9

Chapter 2: Perform Pre-Installation Steps...............................................112.1 Download Latest Updates.................................................................................................................11

Part II: Installation..........................................................................................12

Chapter 3: Install Epicor EPM Server........................................................123.1 Install EPM Server.............................................................................................................................12

Chapter 4: Install Epicor EPM Performance Canvas................................144.1 Install EPM Performance Canvas.......................................................................................................14

4.2 Edit EPM Canvas Properties...............................................................................................................15

4.3 Verify EPM Canvas Services Installation.............................................................................................15

4.4 License EPM Performance Canvas.....................................................................................................15

4.5 Set Up EPM Canvas Authentication Credentials.................................................................................16

Chapter 5: Install Epicor EPM Glossary Designer....................................185.1 Install EPM Glossary Designer............................................................................................................18

5.2 Run EPM Glossary Designer..............................................................................................................18

Chapter 6: Install SQL Server Analysis Services XMLA Web Service.....216.1 Install XMLA Web Services................................................................................................................21

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ContentsEpicor Enterprise Performance Management Server Installation Guide

Chapter 7: Configure SQL Server Replication..........................................227.1 Review Replication Components.......................................................................................................22

7.2 Verify Replication Prerequisites..........................................................................................................22

7.3 Install SQL Replication Setup Utility...................................................................................................22

7.4 Configure Replication.......................................................................................................................23

Part III: Post-Installation.................................................................................25

Chapter 8: Configure Your System..........................................................258.1 Import License File............................................................................................................................25

8.2 Set Up Configuration........................................................................................................................25

Chapter 9: Review Release Information..................................................269.1 Review Content Pack Information.....................................................................................................26

Part IV: Supplemental Installations...............................................................27

Chapter 10: Install Epicor Cube Connect..................................................2710.1 Install Cube Connect on a Client Workstation.................................................................................27

Epicor ERP 10.04

Epicor Enterprise Performance Management Server Installation GuideContents

Welcome and Introduction

Welcome to the Epicor EPM Installation Guide. This document is intended as a starting point to install andconfigure Epicor EPM (Enterprise Performance Management).

Note Epicor EPM Server can be used with a variety of business applications including Epicor ERP, Clientele,Avante, iScala. When referring to Content Packs, this guide references Epicor ERP Content Packs as anexample of how Epicor EPM interacts with that specific line of business applications.

Use the following process flow to determine your path through this comprehensive installation guide:

Epicor EPM includes several components, such as Epicor EPM Cube Connect, Epicor EPM Performance Canvas,and Epicor Glossary Designer. These components are designed to deploy and manage multi-dimensional datastructures and then allow access to the data from an Internet browser. An overview of the business reasons forusing Epicor EPM include:

• Epicor databases often store millions of business transactions. This large amount of business data can providevaluable insights into your business and can even give you information that is immediately actionable, if youknow how to get to it.

• OnLine Analytical Processing (OLAP) is the preferred way of extracting meaningful information from largedatasets. OLAP provides intuitive analysis and investigation of trends, patterns, ratios, and quantities intransaction data. While traditional row-and-column reports present a single, fixed view of your business data,

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Welcome and IntroductionEpicor Enterprise Performance Management Server Installation Guide

OLAP allows you to interact with data. You can add and remove dimensions, apply filters, and change yourperspective on the data.

• OLAP is built on multidimensional data structures called cubes that need to be custom designed for each setof transaction data. Designing a cube is not a trivial task: it requires considerable knowledge of the structureof the source database. Once the cube has been created, there is no easy way to deploy it to other Epicorinstallations.

• Epicor EPM was designed to solve the issues of cube design and deployment. Epicor EPM is a cross-platformOLAP system that enables users to design cubes on the basis of the databases of a range of Epicor products.Cube design is simple and does not require knowledge of the Epicor database. Once created, cubes can bedeployed immediately, or they can be saved to file for later deployment.

Note Epicor EPM supports only the English language.

Epicor ERP 10.06

Epicor Enterprise Performance Management Server Installation GuideWelcome and Introduction

Part I: Pre-InstallationComplete the following steps before you install Epicor EPM.

Chapter 1: Verify Prerequisites

This part of the guide explains how to verify the prerequisites prior to installing or upgrading your Epicor EPM installation.

1.1 Review Epicor EPM Components

Use the following table to review the available Epicor EPM components.

DescriptionEPM Components

The client component for the system administrators.Epicor EPM Admin Console

The server part of the system. It is responsible for processing, such as cubedeployment, and scheduled cube processing.

Epicor EPM Server

Supplies the various UI options which make it possible to use performancedashboards and canvases directly from an Internet browser. The UI options

Epicor EPM Performance Canvas

include Performance Canvas Mobile and Performance Canvas for SharePoint.Note that supported browsers include Internet Explorer, Firefox, Safari, andChrome.

EPM Glossary Designer allows technical users to create or extend acustomized EPM Glossary including defining custom source data, cube

Epicor EPM Glossary Designer

templates, and an over-all logical dimensional model that can be used inthe EPM Cube Editor to create and deploy user cubes.

The client component for deploying and managing individual cubes.Epicor EPM Cube Manager

Use the following table to review the available Cube Connect tools.

DescriptionCube Connect Tools

The client component for users deploying and managing their personalcubes.

EPM Cube Editor

The client component for creating custom content packs.EPM Content Packager

The client component for deploying and managing content packs.EPM Content Pack Deployer

Use the following table to review the available Epicor EPM Content Packs.

DescriptionEPM Content Packs

Epicor EPM Content Packs are individually licensed and prepackaged Cubesand Dashboard Visualizations that provide the necessary content for animmediate use of EPM.

• Financial Management

• Material Management

• Production Management

• Sales Management

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1.2 Verify Hardware Requirements

Verify that you have the following minimum or recommended hardware installed.

Note The following hardware requirements are for a single server hosting all of the core EPM Serversoftware including SQL Server, SQL Server Analysis Services, EPM Server, and EPM Performance Canvas.

• Minimum: 2.0 GHz CPU, 8 GB RAM, 240 GB HDD. A dual core processor is a minimum. For example, serverprocessors like Intel Duo or Itanium.

• Recommended: Dual 2.6 GHz CPUs, 16 GB RAM. A HDD estimate for the ODS and cubes is 3 times the sizeof the Epicor application transactional databases. Data Warehouses / Cube Servers typically grow in disk andRAM requirements over time as the amount of data analyzed grows, which means you need to plan forexpansion of the HDD and RAM. Quad or hex core processors are recommended. For example, server processorslike Intel Itanium. A 64-bit Operating System such as Windows Server 2008 x64 or Windows Server 2012 x64is strongly recommended. On a 32-bit Operating System SQL Server Analysis Services will be unable to usemore than 2GB of RAM.

Note The operating system requirement, either Windows Server 2008 or 2012 differ for 32-bit and 64-bitenvironments. The 32-bit version runs on up to 4 processors with up to 4 GB RAM; the 64-bit version iscapable of addressing up to 32 GB of RAM.

1.3 Verify Software Requirements

Verify that you have the following server and client software installed. Note that components of Epicor EPM mayhave different software requirements.

1.3.1 Review Required EPM Server Components

Use these steps to review EPM server components. These requirements are for both Epicor EPM Server and EpicorEPM Performance Canvas.

1. Verify the following requirements for EPM Performance Canvas:

• Microsoft Windows Server 2008 R2 or Microsoft Windows Server 2012

2. Verify the following requirements for EPM Server, XMLA Web Service:

• Microsoft Windows Server 2008 R2 or Microsoft Windows Server 2012 (x64 Recommended)

• Microsoft SQL Server Standard 2008 R2 or Greater (x64 Recommended)

• SQL Server Database Engine

• SQL Server Analysis Services (Multidimensional Mode in SQL Server 2012)

• SQL Server Agent

• Microsoft .NET Framework 2.0 (required for XMLA Web Service)

• Microsoft .NET Framework 4.0 (EPM Server)

Note It is recommended to restart your system after installing .NET 4.0

• IIS 7.0 or Greater (required for the XMLA Web Service)

• IIS 6.0 Compatibility Mode (required for the XMLA Web Service)

Epicor ERP 10.08

Epicor Enterprise Performance Management Server Installation GuidePre-Installation

• Microsoft Visual C++ Redistributable for Visual Studio 2012:

• For x32 systems install the following redistributable: vcredist_x86.exe

• For x64 systems install the following redistributable: vcredist_x64.exe

Note The Visual C++ Redistributable must be installed before you begin the installation of theEPM components. You can download the Redistributable Packages from http://www.microsoft.com/en-us/download/details.aspx?id=30679.

3. Verify the following requirements for EPM Replication:

• Microsoft SQL Server 2008 R2 or 2012

• Microsoft .NET Framework version 4.0

1.3.2 Review EPM Client Components

Use these steps to review EPM client components. These requirements are for both Epicor Cube Connect andEpicor EPM Administration Console.

1. Verify the following requirements for client components:

• Microsoft Windows XP SP2, Windows Vista SP1, Windows 7, or Windows Server 2008 R2

• Microsoft .NET Framework version 4.0 or higher

1.4 Verify Epicor Application Requirements

Use these steps to verify that you have the following Epicor application configurations installed.

1. Installing the EPM Server on a separate sever is recommended in order to limit the performance impact ofEPM on running Epicor ERP applications. When EPM is installed on a separate server, the ODS Databasemust be populated using a replication method, such as SQL Server Transactional Replication.

For instructions on setting up SQL Server Transactional Replication, refer to the Install Epicor EPMReplication section of this guide.

1.5 Verify Licensing Requirements

Epicor EPM is a licensed software product. The ability to use the Epicor Cube Connect - Cube Editor applicationand to create the user cubes based on templates is controlled by the availability of a license.

1. Review the list of Epicor EPM components that require a license:

• Epicor EPM

• Epicor EPM Glossary Designer

• Epicor EPM Content Packs, including cubes and dashboards (Sales Management, Financial Management,Production Management, and Material Management)

• Cube templates (General Ledger, Purchasing, Requisitions, Stock Transactions)

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http://www.microsoft.com/en-us/download/details.aspx?id=30679

http://www.microsoft.com/en-us/download/details.aspx?id=30679

2. For the components you require, you must acquire the necessary license information. The license informationis delivered in a ZIP file. For example, if you purchased Epicor EPM and the Sales Management content pack,you would receive the following license files:

• Core Epicor EPM Server/Client License: Enterprise Performance Management UNL.ZIP

• Sales Management Content Pack License: Sales Management EPM Content Pack UNL.ZIP

Note Licenses are not imported at this step. Licenses are imported later in the process, either duringpost installation or the content packs deployment process. The steps are located in the Post Installation> Configure Your System > Import License File section.

Epicor ERP 10.010

Epicor Enterprise Performance Management Server Installation GuidePre-Installation

Chapter 2: Perform Pre-Installation Steps

This part of the guide lists the steps to perform before installing or upgrading Epicor EPM.

2.1 Download Latest Updates

Use these steps to download the latest EPM updates from EPICWeb, if available.

Important If EPM updates are available on EPICWeb, you must use those files to install EPM. Updatesfrom EPICWeb supercede files on the EPM DVD.

1. Log on to EPICweb and go to the customer portal website. Navigate to Products > Epicor ERP version 10> Downloads.

You can use this link: https://epicweb.epicor.com/products/epicor-erp/downloads.

2. Navigate to Epicor Enterprise Performance Management > Version 10.0.

3. Download the latest EPM files to your server. For example, download the following files:

• Epicor EPM Applications.zip

• Epicor EPM Content Packs. zip

4. Extract the .zip file contents. Move the extracted files to the server and/or workstation where each EPMcomponent is to be installed.

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https://epicweb.epicor.com/products/epicor-erp/downloads

Part II: InstallationUse the following steps to install EPM Server.

Chapter 3: Install Epicor EPM Server

Use the following steps to install Epicor EPM Server.

3.1 Install EPM Server

Use these steps to install the EPM Server files.

Important Before you run the EPM installation, verify the following:

• You have reviewed and completed the Pre-Installation section of this guide, and have installed therecommended software, including the Microsoft Visual C++ Redistributable for Visual Studio 2012.

• You are installing EPM Server on the same server as SQL Server.

• Your user has security rights to perform the installation.

• If EPM updates are available on EPICweb, you must use these files to install EPM Server. Updates fromEPICweb supercede files on the EPM DVD.

1. Go to the directory where you copied the EpicorEpmServer-x.exe file.

2. Right-click the EpicorEpmServer-x.exe file and run it as Administrator.

3. The Epicor EPM Installation Wizard window appears. Click Next.

4. Enter your User Name and Organization.

5. Select the appropriate check box to specify for whom this installation is intended: Anyone who uses thiscomputer (all users), or only for the user specified in the User Name field. Click Next.

6. Select Complete or Custom installation type depending on your needs. The following installation typeoptions are available:

• Complete. Select this option to install all the components of Epicor Enterprise Performance Management.

• Custom. Select this option to choose, which components of Epicor Enterprise Performance Managementyou want to install and where they are installed.

• Epicor Cube Connect Only. Select this option to install the Epicor Cube Connect application, whichincludes the Cube Connect tools. Cube Connect can be installed on a server or on a client machine.

Note If you want to install the Epicor Cube Connect on a client workstation only, see the InstallEpicor Cube Connect section.

7. If you selected Custom installation type, you must complete the following steps:

• In the Custom Setup dialog box of the installation wizard select the features you want to install andthe installation locations.

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Epicor Enterprise Performance Management Server Installation GuideInstallation

• Click the down arrow next to the feature name to open the context menu for selecting feature installationoptions. Select to install the feature or subfeatures.

• To select the installation path for the components you selected, click the Epicor Enterprise PerformanceManagement node in the feature tree. Click the Change button to change the destination folder.

• Click Next to continue the installation.

8. Click Next.

9. For SQL Server, you need to select the local SQL Server Database Instance which will host the EPM Databasesand Cubes and connect to it with credentials that allow the installation of the Epicor EPM Database. To dothis:

a. Select the SQL Server instance where SQL Server and SQL Server Analysis Services are installed. Forexample, localhost or localhost\SQLInstanceName This database must be on the same server as EPMServer.

b. Select the Authentication mode. For example, Windows authentication credentials.

c. Click Next.

10. The Ready to Install Program window appears. Click Install to begin the EPM installation.

11. A status bar is displayed during the installation. Click Next when prompted.

12. When the installation is completed, click Finish.

13. Verify Epicor EPM installed successfully on your machine. To do this, navigate to Start > Programs > EpicorSoftware > Epicor Enterprise Performance Management and open one of the applications.

You can now import the EPM Server license file. For more information, see section 7.1 Import License File ofthis guide.

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InstallationEpicor Enterprise Performance Management Server Installation Guide

Chapter 4: Install Epicor EPM Performance Canvas

Use the following steps to install Epicor EPM Performance Canvas. For information on using performance canvasfunctionality, refer to the www.docu-pc.com website.

Note For information on using performance canvas functionality, refer to the www.docu-pc.com website.

4.1 Install EPM Performance Canvas

Use the following steps to install EPM Performance Canvas.

Note EPM Performance Canvas is most typically installed on the same server as EPM Server, but this is notrequired. Alternatively EPM Performance Canvas may be installed on a separate machine such as a DMZserver to provide access to performance canvas for mobile devices outside your network. Multiple instancesof Performance Canvas may be installed on separate machines, but a separate license is required for eachinstance.

Important If EPM updates are available on EPICweb, you must use those files to install EPM PerformanceCanvas. Updates from EPICweb supercede files on the EPM DVD.

1. Go to the directory where you copied the EpicorEpmPerformanceCanvas-x.exe file.

2. Double-click to run the EpicorEpmPerformanceCanvas-x.exe file.

3. The Performance Canvas Introduction window appears. Click Next.

4. Read the License agreement and select the I accept the terms of the License Agreement radio button.Click Next.

5. Select the Setup Type. Click Next.

6. You are prompted to select the shortcut folder.

• If you are a new user, select the In a New Program Group option and specify Performance Canvas asthe new program group name.

• If you are an existing user and you are installing the Epicor EPM Service Pack, select the folder whereyou had EPM Performance Canvas previously installed.

Click Next.

7. The Pre-Installation Summary window is displayed. Click Install to begin the Performance Canvas installation.The installation may take several minutes.

8. When complete, click Finish.

Epicor ERP 10.014


4.2 Edit EPM Canvas Properties

Use the following steps to edit the Performance Canvas properties.

1. Navigate to the folder where Performance Canvas is installed. For example, go to C:\Program Files\PerformanceCanvas.

2. Open the file zenith.properties with a text editor, such as Notepad.

3. Locate the dsp.port. Change the value to identify a free port number that is not used. The port can be anyport number that does not conflict with others. For example, change it from dsp.port=80 to dsp.port=88.

4. Save the file.

4.3 Verify EPM Canvas Services Installation

Use the following steps to verify that the EPM Canvas Services are properly installed.

1. Open the Windows Service Console.

2. Locate Performance Canvas in the list of available services.

3. If you are planning to use Windows Integrated / NTLM security to provide domain integrated authenticationwithin Performance Canvas, change the user running the service to a domain account. It is recommendedthat a new domain account be created for the service.

4. After verifying that the service is installed, start the service. If the service is already started, you need to stopand start the service in order for the changed port number to take effect.

5. Verify that Performance Canvas service is started.

6. Verify that Performance Canvas is set to Automatic (Delayed Start) to ensure that the service is startedautomatically, but after SQL Server Analysis Services has had time to start if hosted on the same machine.

4.4 License EPM Performance Canvas

Use the following steps to license the EPM Performance Canvas.

1. Go to the directory where you copied and unzipped the Epicor EPM Applications.zip file.

2. Double-click to run the pcINSTALL.exe file.

3. The Performance Canvas Login window appears. Enter your User name and Password. Click the Log inbutton.

Note If you do not have an account, you can create it by clicking the Register button and followingthe instructions on the screen.

4. Enter your product key and click the Verify Product Key button.

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5. If you are running the pcINSTALL program for the first time, you might be prompted to enter yourorganizational email domain. Click Save mail.

6. Select the License File(s) check box and click Save & Download.

7. Unzip and copy the license.bin file to the Performance Canvas installation directory (the directory wherezenith.properties is located). The default installation directory is C:\Program Files\Performance Canvas\.

8. Restart Performance Canvas.

4.5 Set Up EPM Canvas Authentication Credentials

Use the following steps to set up the EPM Canvas Authentication credentials. This set up allows authenticationfor any user to access EPM Canvas through an Internet browser, and EPM Canvas itself uses a user account, suchas EEPM_CANVAS, to communicate with the SQL Server Analysis Services Cubes. See the EPM Canvas guidefor more details on configuring authentication within EPM Canvas.

Note Several other authentication methods are available. Basic Auth enables you to create EPM Canvasspecific user accounts that are not Active Directory Integrated, NTLM (NT Lan Manager) allows you to useactive directory users to control access to EEPM Canvas, and Windows Integrated Security which allowsyou to control access at the SQL Server Analysis Services level for individual Active Directory User Accounts.

1. Create a user account which will be used by EPM Canvas to access SQL Server Analysis Services Cubes. Thisaccount can be set up locally on the server hosting SQL Server Analysis Services. To do this:

a. Go to Computer Management > System Tools > Local Users and Groups node.

b. Select the Users folder. Right-click and select New User.

c. Enter the user information. For example, enter EEPM_CANVAS for the user.

d. Click Create.

2. Right-click on the new user and select Properties. Click the Member Of tab.

3. Click Add.

4. Select the SQL Server OLAP User's group to grant read access to all cubes.

• SQL 2005: SQLServer{Version}MSOLAPUser${MachineName}${InstanceName}

• SQL 2008: SQLServerMSASUser${server name}$MSSQLSERVER

5. Open SQL Server Management Studio. To do this, navigate to Start > Programs > Microsoft SQL Server> SQL Server Management Studio.

6. Click Connect > Analysis Services.

7. In the Connection dialog, enter localhost as the Server name and click Connect.

8. In the Object Explorer, right-click on localhost and select Properties.

9. In the Properties dialog, select Security.

10. Select Add to add a new user. Select the EEPM_CANVAS user. Click OK.

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11. The Analysis Services Properties Dialog should now display EEPM_CANVAS in the list of users with securityprivileges. Click OK.

12. Exit SQL Server Management Studio.

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Chapter 5: Install Epicor EPM Glossary Designer

Use the following steps to install the Epicor EPM Glossary Designer.

Note The Epicor EPM Glossary Designer is an optional installation for advanced technical users who need tomake major customizations to the Epicor EPM application. Major customizations may include adding a table thatis unknown to the existing content packs or using a non-Epicor database to build cubes.

5.1 Install EPM Glossary Designer

Use these steps to install Epicor EPM Glossary Designer.

Important If EPM updates are available on EPICweb, you must use those files to install EPM GlossaryDesigner. Updates from EPICweb supercede files on the EPM DVD.

1. Go to the directory where you copied the EpicorEpmGlossaryDesigner-x.exe file.

2. Double-click to run the EpicorEpmGlossaryDesigner-x.exe file.

3. The EPM Glossary Designer welcome dialog opens. Click Next.

4. Optionally, on the Database Server dialog, select the "I want to install an empty Glossary Designer Database"option. Specify the database server where you want the Glossary Designer database installed. For example,select the localhost default.

5. Specify your connection authentication.

6. Browse and select the name of the database catalog. For example, select EPMGlossaryDesigner. Click Next.

7. To install the Glossary Designer, click Install. The installation begins.

8. When completed, click Finish.

You can now import the EPM Glossary Designer license file. For more information, see section 7.1 Import LicenseFile of this guide.

5.2 Run EPM Glossary Designer

Use these steps to run the EPM Glossary Designer.

1. Navigate to Start > All Programs > Epicor Software > Epicor Enterprise Performance Managementand open the Epicor EPM Glossary Designer program.

Epicor ERP 10.018


The EPM Glossary Designer Startup dialog opens. It looks similar to the following:

2. Enter the following information:

• Glossary Designer Database. Select the Glossary Designer Database that you created during theinstallation or specify a Glossary Designer Database that was installed with the content packs. Note thatwhen content packs are installed, the Epicor application content pack installer will create its own GlossaryDesigner Database that contains all the Epicor application content.

• EPM Glossary. Select an EPM Glossary from the drop-down list. To create a new glossary, click the "+"icon.

• OLTP Source Database. Select an OLTP source database for using while in design mode. Note that thisdatabase should be your locally hosted source database such as an Epicor ODS.

3. Click Start. The EPM Glossary Designer opens.

Note Based on the size of your database, the EPM Glossary Designer application may take some timeto start completely. While opening, the source database schema is scanned.

4. You can use the EPM Glossary Designer as soon as data has loaded into the application. It looks similar tothe following:

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Note As you start using the EPM Glossary Designer, the application continues loading source databasemetadata into the background.

Epicor ERP 10.020


Chapter 6: Install SQL Server Analysis Services XMLA WebService

Use the following instructions to install and configure HTTP access to SQL Server 2008 (or greater) Analysis Services.The Microsoft SQL Server Analysis Services XMLA Web Service is a web service provided by Microsoft as part of SQLServer Analysis Services which allows applications to query and modify SQL Server Analysis Cubes using a web service.Epicor EPM uses this service to communicate between EPM Performance Canvas and the cubes deployed on SQL ServerAnalysis Services.

Note Use the following steps if your server is running Windows Server 2008, Windows Server 2012, Windows7 and Windows 8. If you use a different operating system, such as Windows XP Professional or Windows Server2003, see the Supplemental Installations section for the appropriate steps.

6.1 Install XMLA Web Services

Use these steps to create a link between the SQL Server Analysis Services (SSAS) and the Performance Canvas.

Note The XMLA Web Service should be installed on the same machine as EPM Server and SQL ServerAnalysis Services. There are two installers, a 32-bit version (EpicorEpmXmlaWebService32.exe) and a 64-bitversion (EpicorEpmXmlaWebService64.exe). Install only the version which matches the bitness of SQL ServerAnalysis Services. For example, if SQL Server Analysis Services x64 is installed install the 64-bit XMLA Service.

1. Go to the directory where you copied the EpicorEpmXmlaWebService64.exe file.

2. Double-click to run the EpicorEpmXmlaWebServiceXX.exe file.

3. The Epicor EPM SQL Server Analysis Services XMLA Web Service welcome dialog opens. Click Next.

4. Enter your Customer Information, including User Name and Organization. Click Next.

5. For your Setup Type, select Complete. Click Next.

6. To begin the installation, click Install. The installation begins.

7. When completed, click Finish.

8. Test the XMLA web service. To do this:

a. Open your SQL Sever Management Studio. For example, use the shortcut located in Start Menu >All Programs > Microsoft SQL Server > SQL Server Management Studio.

b. The Connect to Server window appears. From the Server Type drop-down list, select Analysis Services,and enter the default XMLA service url http://localhost:8064 as the Server Name.

c. Click Connect and verify that you are able to connect without errors.

d. Close SQL Server Management Studio.

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Chapter 7: Configure SQL Server Replication

Use this section to configure SQL Server replication.

7.1 Review Replication Components

Use this section to review the replication architecture and components.

• Publisher - the database from which data will be replicated, also known as the source database.

• Transaction Log Reader - an SQL Server Agent which will capture individual changes as they occur andforward them on to the distribution database.

• Snapshot Agent - an SQL Server Agent which will capture bulk data into files when starting replication.

• Snapshot File Share - a folder into which replication will place and read snapshot data files.

• Distribution Database - a database which manages the flow of replicating data to subscriber database(s).

• Subscription Agent - a SQL Server Agent which manages updating a subscriber database with data changes.

• Subscriber Database - the replicated database into which data from the publisher is copied, also known asthe target database.

7.2 Verify Replication Prerequisites

Verify that you have the following software installed:

• Microsoft .NET Framework version 4.0

• Microsoft SQL Server 2008 R2 or 2012

7.3 Install SQL Replication Setup Utility

The SQL Replication Setup Utility will create a transactional replication with a pull subscription which providescontinuous incremental changes from the source to the target database. The utility configures SQL ServerReplication with minimal configuration options in order to simplify the setup process. However, if desired, moreadvanced replication configurations may be configured using SQL Server Management Studio instead of the SQLReplication Setup Utility. For more information on SQL Server Replication options and setup, please refer toMicrosoft TechNet (http://technet.microsoft.com).

1. Run the SqlServerReplicationSetupUtility-10.0.500.exe.

The application uses the following SQL Server components:

• Microsoft SQL Server (2008 R2 / 2012) Shared Management Objects

• Microsoft SQL Server (2008 R2 / 2012) System CLR Types

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• Microsoft SQL Server (2008 R2 / 2012) Native Client

2. The installer verifies the prerequisite components installed on your system. If you are prompted to installmissing prerequisites, click Yes for each prompt to install the prerequisites.

3. When all the prerequisites are installed, the Welcome window appears. Click Next.

4. The Ready to Install window appears, click Install.

5. The installation runs. When it is complete, click Finish.

7.4 Configure Replication

Use the following steps to configure EPM replication:

1. From the Start menu, open Programs > Epicor Software > Epicor Enterprise Performance Management> SQL Server Replication Setup Utility. The Configure Replication dialog appears.

2. In the Snapshot Folder dialog, type in the name for the folder and select its path location. Click Next andfollow the instructions.

3. In the Source and Destination Servers dialog, enter the following:

a. In the Source Server field, enter the database instance name where the database should be replicatedfrom.

b. In the Source Database field, select the database that data will be replicated from.

c. In the Destination Server field, enter the database instance name where EPM Server will be installed.A new database will be created on this server to contain the replicated data.

d. In the Destination Database field, enter a name for the replicated database. For example, enter EPM_ODS(EPM Offline Data Store).

Important If the Destination Database already exists, it will overwrite the existing database.

e. Click Next to continue.

4. In the Replicated Tables dialog, the list of replicated tables appears.

a. Select the ERP and ICE schemas for replication.

Note If you want to use additional tables from another schema with EPM, you may include themhere as well.

b. Click Next to continue.

5. In the Execute dialog, a detailed list displays the tasks that will be performed to configure replication. ClickExecute to begin the replication setup.

Note As this process includes replicating data for the first time for each table, it may take significanttime to complete, depending on the size of your database.

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6. When complete, the Replication Configured Successfully message appears. Click Close.

Replication setup is now complete.

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Part III: Post-InstallationUse the following steps after you have installed Epicor EPM and EPM Performance Canvas.

Chapter 8: Configure Your System

Use these steps to configure your system after installation.

8.1 Import License File

Use the following steps to import the required licenses. Licenses are required for EPM Server, Cube Connect,Content Packs, EPM Performance Canvas, and EPM Glossary Designer.

1. Locate your License files. For example, if you purchased Epicor EPM and the Sales Management contentpack, you would receive license files similar to the following:

• Core Epicor EPM Server/Client License: Enterprise Performance Management UNL.ZIP

• Sales Management Content Pack License: Sales Management EPM Content Pack UNL.ZIP

2. Copy the license files to a location on your installed EPM Server.

3. Extract the files from the ZIP files.

4. On the server where EPM is installed, navigate to Start > Programs > Epicor Software > EpicorPerformance Management and open the Manage Epicor EPM Server program.

5. Expand localhost > EPM Server nodes.

6. Right-click on the License node. Select All Tasks > Import License.

7. Browse and select your license files located on the EPM server. License files have an extension of .lic.

8. Import each license file separately.

Note License files for Content Packs can also be imported during the deploying of content packsprocess. The steps are located in the Deploy EPM Content Packs: Import License File section.

8.2 Set Up Configuration

Refer to the Administration section of the EPM online help for details on security configuration, managing usersand groups, EPM Server communication port settings, and other configuration options.

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Post-InstallationEpicor Enterprise Performance Management Server Installation Guide

Chapter 9: Review Release Information

Use these steps to review EPM information related to this release.

9.1 Review Content Pack Information

Use the following steps to review the content packs available with this release

1. Log on to EPICweb and go to the customer portal website. Navigate to Products > Epicor ERP version 10> Downloads.

You can use this link: https://epicweb.epicor.com/products/epicor-erp/downloads.

2. Navigate to Epicor Enterprise Performance Management > Version 10.0.

3. Download and review the Epicor EPM Content Pack Release Notes, if available.

4. Download the Epicor EPM Content Pack Installation Guide. Use this guide to download and install thecontent packs.

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Epicor Enterprise Performance Management Server Installation GuidePost-Installation

https://epicweb.epicor.com/products/epicor-erp/downloads

Part IV: Supplemental InstallationsUse the following section to complete supplemental installations after you have installed Epicor EPM.

Chapter 10: Install Epicor Cube Connect

Use this section to install Epicor Cube Connect.

10.1 Install Cube Connect on a Client Workstation

Use these optional steps to install the Epicor Cube Connect files on a client workstation.

1. Go to the directory where you copied the EpicorEpmServer-x.exe file.

2. Double-click to run the EpicorEpmServer-x.exe file.

3. The Epicor EPM Installation Wizard window appears. Click Next.

4. Enter your User Name and Organization.

5. Select the appropriate check box to specify for whom this installation is intended: Anyone who uses thiscomputer (all users), or only for the user specified in the User Name field. Click Next.

6. Select Epicor Cube Connect Only as the installation type. Click Next.

7. The Ready to Install Program window appears. Click Install to begin the Epicor Cube Connect installation.

8. A status bar is displayed during the installation. Click Next when prompted.

9. When the installation is completed, click Finish.

10. Verify Epicor Cube Connect installed successfully on your machine. To do this, navigate to Start > Programs> Epicor Software > Epicor Enterprise Performance Management and open one application. Forexample, open Epicor Cube Connect > Cube Editor.

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Supplemental InstallationsEpicor Enterprise Performance Management Server Installation Guide

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Epicor Enterprise Performance Management Server Installation GuideSupplemental Installations

Additional information is available at the Education andDocumentation areas of the EPICweb Customer Portal. To access

this site, you need a Site ID and an EPICweb account. To create anaccount, go to http://support.epicor.com.

http://support.epicor.com

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